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a stock that can generate tremendous multi-year gains. right now we're in an environment where there aren't a lot of companies with genuine rapid growth. but ulta salon and tractor supply, they have it in spades. they have the long-term secular growth that makes money managers salivate. they're like dogs at the dog tracks before they get the mechanical rabbit. anyway. let's start with ulta. here is a company that has 489 stores in 45 states. and we know these stores are doing very well, or at least in the united states. how do we know this? in the latest quarter ulta posted 8.93% in same-store sales. ulta plans to open 100 new stores this year, increasing told footage by 22%. that's what these managers are looking for. you might think that kind of expansion can't be sustained for very long. you'd be wrong. ulta believes they can have a 45% increase in the current store cap. that's what these managers like. that means the company still has a very long runway for growth and it's why investors have been lapping up the stomach stock all year. i think the stock can climb higher. even though wi
, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. >>> different strokes here. you want to be a good investor, you immediate to understand that manage your money requires more than simply being able to coldly analyze each new piece of data. look, we're not computers here. we're human. with all the weaknesses that entails. when you are running your own portfolio, you have to be able to compensate for those weaknesses. for example, after just a lousy week like the one we just finished, there's a natural urge to try to ignore -- >> the house of pain. >> nobody wants to watch the market go down. yet, the moment you stop paying attention, that's when you really do get crushed. that's when you lose it all. i know it's hard to keep doing the homework.
their heart condition and cholesterol is like? >> well, it has been a tough economic environment for all of us. so, we have been doing pretty well from a market share standpoint and it is really based on the innovations that we have delivered. we have brought some things to the marketplace. i mentioned packaging technology. first was our steaming technology. the cafe steamers in 2008 and healthy choice cafe steamers was the biggest new strproduct of t industry of that calendar year. since then the steaming platform has been well. we have introduced the bakeden tr trays. that uses smart trays which allows you to bake a product in the microwave than you would in an oven in equal qual taity. >> first, you tried to make a giant acquisition and private label. you have keyed on making the small but valuable acquisitions that are bringing things to the bottom line. you still have a great balance sheet even after the acquisitions that you have done. >> jim, we stepped back a couple of years ago and said let's have a clear roadmap. we looked in the mirror and said we need to transform this portfolio to
in an environment like this one. where so many hedge funds are lagging the market and so few really hot growth stocks. these guys are fighting for their professional lives, people. so they know they can't afford to have their clients ask them, you moron, why didn't you own google or visa or amazon or vista ulta salon or tractor supply, sherwin-williams or diageo. i believe they have been anointed by growth oriented portfolio managers. if it's a really bad market it won't matter, but i had stay focused on the hot list between now and the last week of december. and that brings me to two new ones. the last anointed names that round out the series. two smoking biotech stocks that have been rallying like crazy. first one is alexion, up 56% for the year and gilead, up 66% over the same period. alexion is one of these orphan drug companies, solarus treats rare blood disorders, called pnh it can lead to anemia, clotting and death. when you have a drug that treats an ultra rare, often lethal condition with no known cure like alexion does, you can charge any price. what price can you put on a life? a ye
stop driving home here, owning expensive stocks risky in an environment when chipotle could be down 100 points. remember that day? that day changed my mind. rain in the risk, even if it means the reward will be crimped. unlike the movies, in real life, greed is bad. michael douglas and more importantly kirk douglas are huge fans of the show. i met them, i'm not kidding and i can just say as a kirk douglas fan, that's as great as it gets. i would link kirk's book if this were amazon, but it's a tv show. safeway meeting reports on thursday. so many -- this is the quarter. anyway so many people have tried to call the bottom in the stock, and all they have is thousands of shopping cartwheel rots on their backs. i'm thinking safeway will be like the checkout line, ten points or less. whole foods, not even that expensive when you factor in the growth rate. a re-enactment of safeway's quarter. okay. now, after the close thursday and this j.b. hunt transport, the trucking company, i don't spend enough time talking about how the truckers are doing. i'm used to the poor performance of a group i d
? are these resonant themes among the people who are buying stuff? >> it's been a tough economic environment for all of us. so we have been doing pretty well from a marketshare standpoint and it's really based on the innovations that we've delivered. we've brought some things to the marketplace that have markedly improved the quality of the food. i mentioned packaging technology. first was our steaming technology, the cafÉ steamers that were introduced several years ago. i believe it was 2008. healthy choice cafÉ steamers was the biggest new product of the entire industry of that calendar year. since then, those products, the steaming platform has done really well. we have recently introduced it, you just mentioned, the baked on trays. that's another packaging technology that uses smart trays, which basically allows the consumer to bake a product in the microwave in far less time than would take in the oven, with equal quality. so those kind of innovations along with moving into the desert to business on the healthy choice greek frozen yogurt have all helped strengthen that franchise. >> over the
in houston where the oil economy is pretty good. we know there are super low interest rate environments pushed boat loads of investors away from fixed income and then to stocks. my question is where does it end? obviously there is a limit on the amount of funds available to stocks. some investors will continue to hold cash. do you see downward pressure on stocks as the available cash dries up? >> first it ends for the texans on sunday night. that's against green bay. here's the deal. everyone has tried to look to this issue saying, listen, it's the bubble in yield going to pop. these companies haven't even started to raise dividends the way they can. they can borrow money in the public markets and buy back stock, increase the price of the stock, give you a bigger dividend. i think people are looking at this statically. how about if the dividend increases dramatically like it did for wearhouser tonight and other companies. the dividends are going higher. these aren't treasury bonds. they are organic. they live. just in time for the vice presidential debate p there was a great divide on t
good. we know our super rate environment has pushed boat loads of investors with fixed income incomes out of stocks. where does it end? there is a limit of the funds available for stocks. some investors will continue to hold cash. do you see future downward pressure on stocks as the available cash dries up? >> first, it ends for the texans on sunday night. anyway, that's an nbc gig with green bay. here's the deal. everyone's tried to looking through this issue. they all keep saying, listen, the bulb in yield is going to pop. the bubble in yield is going to pop. these companies haven't raised them the way they can. they can increase with buying back stock and increasing the price of stock. i think they will be ecstatic and saying the dividend isn't worth that much. how about if it increases dramatically like for warehouser and many companies. these are not treasury bonds, they are organic. they live. just in time for the vice presidential debate, there is a great divide on the street today. when animals attack, bulls and bears go at it again. i'm here to figure out who will win this ga
%. but the real reason these stocks will be anointed is their genuine high growth names in an environment where because of the slowdown worldwide there are very few real growth stocks out there. sure, many stocks rat 252-week highs. but google and amazon are barn burners. they're so obvious that they're not going to be ignored. every fund that already owns them will be double do you think between now and the end of the year if history is your guide. plus, you got a nice google reversal today, which gives you a chance to do some buying. the charters are going to be calling it the son of apple. they're going to say this reversal today is now the beginning of the big decline, like it was with apple. hey, can we just decide that apple and google are different companies? why don't we start with this amazon. we know that this company is oriented in online retail powerhouse, the widest selection of products, lowest prices, fastest, cheapest delivery. amazon is a beloved company that has cultivated fabulous relationships with its customers, and most important, it's still taking market share all over th
in an environment like this one where so many hedge funds are lagging the market and there's so few really hot growth stocks. these guys are fighting for the professional lives, people. they know they can't afford to have their clients ask them you moron why didn't you own google or amazon or visa or master card? what's with you with the not having the ultra salon or the tractor supply? couldn't you see sher win williams, they were plain as day? these are all hot stocks that i have highlighted this week. i believe they have been anointed by these portfolio managers, and that makes them, well, the next best thing to unstoppable. obviously if it's a really bad market, it won't matter. i'm going to stay focused on all the hot list between now and the last week of december, and that brings me to two new ones. we have two last -- the last anointed names to round out the series. these are two smoking biotech stocks that have been rallying like crazy. first one is alexion, and that is up 56% for the year, and then there's gilead which is up 66% over the same period. alexion is an orphan drug company
Search Results 0 to 21 of about 22 (some duplicates have been removed)

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